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+5.03%
This Month
+3.59%
Year To Date
+32.25%
2 Years
+2.77%
5 Years
+19.55%
10 Years
+3.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology64.05%
- 🚗 Consumer Durables35.92%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.97%
Dividends
Dividend Yield
0.14%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.14% | 0.44% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-15.72
-15.72
-16
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-15.72
-15.72
-16
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.85
High:
TSLA
202.46TSLALow:
AAPL
35.04AAPLDetails
PEG Ratio
11,569.56
High:AAPL
23,820.53AAPLLow:
AMD
88.53AMDDetails
Price/Book
22.9
High:AAPL
52.02AAPLLow:AMD
4.54AMDDetails
Price/Sales
9.37
High:TSLA
13.27TSLALow:AAPL
8.43AAPLDetails
Price/CF
33.9
High:TSLA
70.91TSLALow:AAPL
27.69AAPLDetails
Price/FCF
48.47
High:TSLA
200.12TSLALow:AAPL
37.19AAPLDetails
P/E Ratio
46.85
High:TSLA
202.46TSLALow:AAPL
35.04AAPLDetails
PEG Ratio
11,569.56
High:AAPL
23,820.53AAPLLow:AMD
88.53AMDDetails
Price/Book
22.9
High:AAPL
52.02AAPLLow:AMD
4.54AMDDetails
Price/Sales
9.37
High:TSLA
13.27TSLALow:AAPL
8.43AAPLDetails
Price/CF
33.9
High:TSLA
70.91TSLALow:AAPL
27.69AAPLDetails
Price/FCF
48.47
High:TSLA
200.12TSLALow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.22% | Nov 2021 | - | 46 |
-6.98% | Sep 2021 | Oct 2021 | 1 |
-4.7% | Sep 2020 | Nov 2020 | 2 |
-4.54% | May 2021 | Jun 2021 | 1 |
-1.97% | Jul 2021 | Aug 2021 | 1 |
-1.57% | Mar 2021 | Apr 2021 | 1 |